

News
Tesla Model Y delivery date confirmed by California buyer, first deliveries earlier than expected
A Tesla Model Y buyer has reportedly received confirmation that their vehicle will be ready for delivery on Wednesday, March 11, a timeframe four days earlier than the widely anticipated March 15 first delivery date.
Updated March 11: Tesla Model Y first deliveries are scheduled for Friday, March 13
Updated March 7: The source that reported a March 11 delivery date has retracted their original statement. Teslarati is in contact with additional sources whom indicate Tesla employees are being offered first access to Model Y. An update will be provided as we learn more about the first Model Y delivery dates.
According to redditor and alleged soon-to-be Model Y owner u/HIP2013, a Tesla representative called them to schedule a pick up of their Model Y on Wednesday, 4 p.m. at the Rocklin showroom in California, about a 30-minute drive north from Sacramento and 2 hours from Tesla’ Fremont factory.
“Well I’m giving my Model 3 to my wife who is selling her Civic and I’m putting that money toward the Model Y,” u/HIP2013 wrote on the Tesla Motors channel on Reddit. “I should mention, when I first got the first email last week I got back to them in less than one hour with everything they asked for (insurance, payment info, etc).”
According to u/HIP2013, he reserved the Model Y even before the unveiling event livestream in March 2019. “I have reason to believe I may have been the first to reserve one,” they wrote. “…it seems like yesterday that I was making my order. I was in the first 5,000 to get my Model 3, so I’ve been part of the tribe for a while.”
The strong push of Tesla to make deliveries of the Model Y bode well for the finances of the company. Tesla aims to deliver 500,000 vehicles in 2020, a big jump from last year’s approximately 368,000 units. The Q1 end of quarter push would help cushion whatever effect the coronavirus outbreak has had on its sales.
On Thursday, Tesla started releasing the first batch of Tesla Model Y VINs ahead of the expected deliveries. Buyers in California, New York, Florida, Georgia and other parts of the United States started finding references to their vehicle’s identification number on their online purchase agreement.
Tesla Model Y images were also discovered in the latest version of the Android mobile app of the electric carmaker, a sign that Tesla is gearing up for the deliveries and suggesting that Model Y owners will enjoy the same functionality of the mobile app just as how owners of Model 3, Model X, and Model S do.
Tesla Model Y buyers first reported of receiving delivery confirmation emails two weeks ago where the carmaker asked customers to confirm their availability and complete any remaining steps of the purchase.
Tesla early delivery of the Model Y says a lot how the carmaker has matured through the years. While the Model Y might share about 75% of the Model 3’s DNA, Elon Musk has earlier said that its manufacturing process involves advanced techniques. The Tesla CEO also bets big time on the Model Y and believes the more affordable SUV will be a big hit and may become more popular than other vehicles on its line-up combined.
Are you a Tesla Model Y buyer or soon-to-be buyer? Join the poll below!
I’m a Tesla #ModelY buyer/soon-to-be buyer and…
— Teslarati Team (@TeslaratiTeam) March 8, 2020
Elon Musk
Tesla’s next-gen Optimus prototype with Grok revealed
The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development.

Tesla’s next-generation Optimus robot with AI assistant Grok has been revealed in a new video shared on X.
Tesla CEO Elon Musk was with Salesforce CEO Marc Benioff last night, and it appears the frontman gave Benioff an exclusive look at some upcoming technology.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development. It features Grok for some additional utility, as it answered questions Benioff asked in the short video.
Here’s what was uploaded to X:
Crazy look at Tesla Optimus from Salesforce CEO Marc Benioff, who was hanging out with Elon Musk yesterday!
Love this gold color on you @Tesla_Optimus https://t.co/NGgDqVVf1g pic.twitter.com/q8286aBNKy
— TESLARATI (@Teslarati) September 3, 2025
It appears that there are several big changes to this next-generation version of Optimus, some of which have been discussed by Musk and Tesla in the past.
The first is purely cosmetic, but the gold color that Optimus is wearing in this is a new and fresh look that we have not seen before.
Perhaps the most interesting change that is evident here is the hands, which are much more detailed than past versions of Optimus:
However, we’re not too sure that these are what will be released with the next-gen Optimus, because they don’t appear to be functional, and they are more reminiscent of mannequin hands than anything.
The hands on Optimus have been a significant part of the program, as they are among the most crucial pieces of equipment on a robot. It needs to be able to perform both delicate and more imposing tasks. Tesla has aimed for Optimus to be able to thread needles or play the piano.
It was one of the most discussed improvements the company mentioned in past comments regarding how it planned to improve from Gen 2 to this next version.
Musk mentioned regarding Optimus:
“Next-generation Optimus hand, which we have in prototype form, has actuators that have moved to the forearm, just like humans, and they operate the fingers through cables, just like human hands.”
Within Optimus lies a significant opportunity for Tesla to gain considerable strength in terms of market share and valuation.
If Tesla can efficiently develop and deploy the humanoid robot over the next several years, the company stands to gain, as companies will utilize it for tasks that require tedious labor.
Musk recently said Optimus will be a major contributor to Tesla’s valuation moving forward. He believes it will make up roughly 80 percent of the company’s value.
Elon Musk
Tesla CEO Elon Musk to provide more details for Master Plan Part IV
Musk stated that he would be adding specifics to the plan in a later update.

Tesla CEO Elon Musk will be adding more specifics to the recently-released Master Plan Part IV. Musk shared the update on social media platform X amidst conversations about the general nature of the Master Plan Part IV.
In a conversation on X, Musk responded to a post from Tesla retail shareholder and bull Dave Lee, who observed that the currently released Master Plan Part IV could really just be the introduction to the real plan due to its absence of specifics.
Elon Musk responded, stating that he would be adding specifics to the plan in a later update. “Fair enough. Will add more specifics,” Musk wrote in his post.
Tesla has been following Elon Musk’s Master Plans for decades. The first Master Plan, released in 2006, outlined the company’s path from the original Tesla Roadster to the Model 3, as well as the first steps for Tesla Energy. Master Plan Part Deux, released in 2016, covered the ramp of Tesla Energy, the expansion of Tesla’s vehicle lineup, and the rollout of a Robotaxi service.
Master Plan Part 3 was more ambitious as it was generally an in-depth proposal for achieving a global sustainable entry economy by transitioning to electricity-powered vehicles, homes, and industry, which will, in turn, be powered by renewable energy sources like solar and wind. Master Plan Part 3 also included a five-step plan to accomplish this, allowing the world to transition to a fully electrified future.
Master Plan Part IV, which was released a few days ago, focused on automation and artificial intelligence to achieve sustainable abundance. But while the first two Master Plans were very clear and specific and Master Plan Part 3 was very in-depth, Master Plan Part IV was quite general and vague in comparison. It was easy to tell that Optimus would play a big role in the pursuit of sustainable abundance, but apart from that, there were no specifics as to how Tesla intended to achieve its goals.
Fortunately, these specifics would be discussed by Musk in a later update to the plan.
News
Tesla just had its best wholesale month this year in China
Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad.

Tesla China just had its best wholesale month this 2025 so far. In August, the electric vehicle maker sold 83,192 vehicles wholesale, a 22.55% increase compared to July 2025’s 67,886 units.
Tesla China’s wholesale figures are still down year-over-year, but the company’s momentum seems notable, especially with the arrival of the Model Y L.
August 2025 figures
As noted in a CNEV Post report, August 2025’s 83,192 wholesale figures are 4.04% less than the 86,697 units that were sold in the same period last year. It is, however, a 22.55% improvement from the previous month. From January to August, Tesla China sold 515,552 units wholesale, a 12.24% year-over-year decrease.
It should be noted that Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad. With this in mind, August’s results bode well for Tesla China, as it suggests that Gigafactory Shanghai is now hitting its pace with both its domestic deliveries and its exports. Giga Shanghai serves as Tesla’s primary vehicle export hub.
Model Y L factor
Tesla had a challenging first quarter this year, thanks in part to the changeover to the Model Y across the Fremont factory, Giga Texas, Giga Shanghai, and Giga Berlin-Brandenburg. This changeover resulted in low sales in the first quarter. Political controversies surrounding Elon Musk and violence against Tesla stores and vehicles in the first and second quarters in the United States and Europe did not help much either.
This Q3, however, Tesla seems to be hitting its stride, especially in China. The launch of the new Model Y L has allowed Tesla to compete in the six-seat, large SUV segment, a market that was previously closed to the standard Model Y. Reports have suggested that Tesla China has been seeing a lot of demand for the Model Y L, which should help the company achieve higher sales this quarter and the remaining months of the year.
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